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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
351
Next Financial Group
Texas
$415K +$21.3K +853 +5%
YIH
352
Y-Intercept (HK)
Hong Kong
$413K -$99.8K -3,991 -19%
EI
353
Ethic Inc
New York
$412K +$427K +17,090 New
BL
354
Balentine LLC
Georgia
$410K +$425K +17,007 New
DWT
355
Dorsey & Whitney Trust
South Dakota
$398K
UA
356
Unison Advisors
District of Columbia
$397K +$2.6K +104 +0.6%
SSG
357
Summit Securities Group
New York
$395K -$1.41M -56,235 -77%
FMBTD
358
First Midwest Bank Trust Division
Illinois
$395K +$2.88K +115 +0.7%
MML Investors Services
359
MML Investors Services
Massachusetts
$395K +$33.4K +1,337 +9%
BIAS
360
Beacon Investment Advisory Services
New Jersey
$388K +$8.88K +355 +2%
VWA
361
Visionary Wealth Advisors
Illinois
$388K +$403K +16,100 New
MWA
362
Meridian Wealth Advisors
Texas
$383K
PWM
363
Purus Wealth Management
California
$379K +$2.6K +104 +0.7%
AIM
364
ARGA Investment Management
Connecticut
$371K
WMA
365
Wealth Management Associates
New Jersey
$370K
PFO
366
Pathstone Family Office
New Jersey
$366K +$13.2K +528 +4%
CAM
367
Carret Asset Management
New York
$365K
M&T Bank
368
M&T Bank
New York
$361K +$1.1K +44 +0.3%
SPC
369
Sigma Planning Corp
Michigan
$357K -$185K -7,396 -33%
JIC
370
Johnson Investment Counsel
Ohio
$357K -$14.5K -578 -4%
FAIM
371
Financial Advocates Investment Management
Washington
$351K -$67.7K -2,707 -16%
BPA
372
Beacon Pointe Advisors
California
$351K +$135K +5,390 +59%
NCM
373
Novare Capital Management
North Carolina
$350K -$100K -4,000 -22%
CFG
374
Cooper Financial Group
California
$349K +$5.9K +236 +2%
SC
375
Savant Capital
Illinois
$344K +$29.3K +1,170 +9%